PMP-121 · Lesson 6 of 12 · 25 min

Planning communications

Communication on a project should not happen by accident. Stakeholders need different information at different times, through different channels and in different levels of detail. A communications management plan sets out who needs what, when, how, from whom and why, and it is updated as the project and its stakeholders change. This lesson covers communication requirements analysis, the channels formula, communication methods and technology, the contents of a communications management plan, a communication matrix with responsibilities, the hidden cost of meetings and accessibility obligations.

Communication requirements analysis

Planning starts from stakeholder needs, not from the project's habits. Communication requirements analysis asks, for each stakeholder or group: What decisions do they make or influence? What information do they need to make them, and at what level of detail? When and how often? In what format and language? What do they need to tell the project? The stakeholder register and engagement plan provide most of the inputs. Other sources include the organization's reporting standards, contracts (which often specify reports to clients), regulations (which may require formal submissions) and the project's governance structure.

Two principles guide the analysis. First, more is not better. Information overload is as damaging as information starvation, because important messages get lost. Each stakeholder should receive what they need to act, not everything the project produces. Second, communication is a cost. Every report takes time to prepare and read, and every meeting consumes the time of everyone in the room. The plan should justify each recurring item by the decisions or actions it supports.

Communication channels

The number of potential communication channels grows quickly with the number of people. For n people, there are n(n−1)/2 two-way channels. PMP-120 introduced the formula in the context of team size; for stakeholder communication it explains why adding people to a project makes coordination harder and why structured communication becomes essential as projects grow.

\[\text{channels} = \frac{n(n-1)}{2}\]
# Communication channels and the cost of a recurring meeting (illustrative rates)
def channels(n):
    return n * (n - 1) // 2

for n in (5, 8, 12, 20):
    print(f"{n:2d} people -> {channels(n):3d} channels")

attendees = [("Sponsor", 160), ("Project manager", 95), ("Product owner", 90),
             ("Tech lead", 100), ("Finance analyst", 75), ("Ops manager", 85),
             ("Vendor lead", 120), ("QA lead", 80)]
hours, meetings_per_year = 1.0, 48
hourly = sum(rate for _, rate in attendees)
per_meeting = hourly * hours
print(f"\nCost per meeting: ${per_meeting:,.0f}")
print(f"Cost per year:    ${per_meeting * meetings_per_year:,.0f}")

# Trim to the five people who make decisions; send notes to the rest
core = attendees[:4] + [attendees[5]]
core_cost = sum(r for _, r in core) * 0.75 * meetings_per_year   # 45-minute meeting
print(f"Trimmed meeting per year: ${core_cost:,.0f}")
print(f"Saving: ${per_meeting * meetings_per_year - core_cost:,.0f}")
Output
 5 people ->  10 channels
 8 people ->  28 channels
12 people ->  66 channels
20 people -> 190 channels

Cost per meeting: $805
Cost per year:    $38,640
Trimmed meeting per year: $19,080
Saving: $19,560

The first part of the output shows the growth in channels: a project with 20 active stakeholders has 190 possible pairs. The project manager cannot manage every pair personally, which is why plans route information through defined channels, such as a weekly status report, a steering committee and team ceremonies, rather than leaving it to chance. A typical exam calculation asks how many channels are added when a team grows; for example, going from 8 to 12 people adds 66 − 28 = 38 channels.

Communication methods

PMI guidance groups communication methods into three types. Each has strengths, and most plans use all three.

Interactive, push and pull communication methods.
MethodDescriptionExamplesBest for
InteractiveReal-time exchange among two or more partiesMeetings, phone and video calls, workshops, instant messaging conversationsComplex or sensitive topics, decisions, conflict, building understanding
PushSent to specific recipients who need it; delivery does not confirm understandingEmails, memos, reports, voicemail, notificationsUpdates and records that specific people must receive
PullPlaced where recipients access it at their own discretionIntranet sites, shared repositories, dashboards, wikis, knowledge basesLarge audiences, reference material, self-service status
Three panels. The interactive panel shows two people with arrows going both ways between them. The push panel shows one sender with arrows going out to three receivers. The pull panel shows a central repository with arrows going from several people toward it.
Interactive communication is two-way and real time; push goes out to named recipients; pull waits for people to come and get it.

A useful rule of thumb on the exam: when the situation is sensitive, complex, conflict-laden or requires a decision, choose interactive communication, ideally face to face or by video. When people need a record, push it. When a large group needs reference information, publish it for pull. Pushing an important change only by email to a stakeholder who is already upset is almost always the wrong answer.

Factors that affect the choice of technology include urgency, availability of the technology to all stakeholders, ease of use, the project environment (co-located, virtual or hybrid), sensitivity and confidentiality of the information, and organizational policies on records and security. Agile teams often add information radiators, such as visible boards and burndown charts, which are a form of pull communication placed where the team and visitors naturally see them.

The communications management plan

The communications management plan describes how project communication will be planned, structured, implemented and monitored. Its typical contents are listed below. On smaller projects it can be a single page; on large programs it can be a substantial document with templates.

Typical contents of a communications management plan.
ElementPurpose
Stakeholder communication requirementsWhat each stakeholder or group needs and why
Information to be communicatedContent, format, level of detail and language
Reason for distributionThe decision or action each item supports
Timing and frequencyWhen and how often, including event-triggered communication
Responsible personWho prepares and who approves release, especially for confidential information
Methods and technologiesChannels, tools, templates and repositories
Escalation processHow and when issues go up the chain, with time frames
GlossaryCommon terms and acronyms to reduce misunderstanding
ConstraintsLegal, regulatory, confidentiality, language and accessibility requirements
Update processHow and when the plan will be reviewed and revised

A communication matrix

Many teams summarize the plan as a communication matrix. Each row is a communication item; columns show audience, content, method, frequency, owner and format. A responsibility assignment for communications, sometimes written as a RACI chart, clarifies who is Responsible for preparing each item, who is Accountable for its accuracy and release, who is Consulted beforehand and who is Informed.

Extract from a communication matrix for the hospital scheduling project.
ItemAudienceContentMethodFrequencyOwner
Steering committee meetingSponsor, executivesStatus against baseline, decisions needed, top risksInteractiveMonthly and at gatesProject manager
Status reportSteering committee, functional managersProgress, forecast, issues, changesPushEvery two weeksProject manager
Sprint reviewProduct owner, users, sponsorWorking increment, feedbackInteractiveEvery two weeksProduct owner
Project dashboardAll internal stakeholdersMilestones, RAG status, key metricsPullUpdated weeklyProject coordinator
Change notice to usersAffected staffWhat is changing, when, why, where to get helpPush and interactive briefingsBefore each releaseChange lead
Union consultationNurses' unionScheduling rule configuration, test resultsInteractiveMonthly during design and testLabour relations lead
A RACI chart for communication items (R = responsible, A = accountable, C = consulted, I = informed). Each item has exactly one A.
ItemProject managerSponsorProduct ownerChange leadLegal
Status reportR/AICI
Steering committee packRACC
Change notice to usersCICR/A
Public statement about delaysCAICC

The cost of meetings

Meetings are interactive communication at its most expensive. The second part of the code output above estimates the cost of a weekly one-hour coordination meeting with eight attendees at illustrative loaded hourly rates: about $805 per meeting and about $38,600 a year. Cutting it to the five people who actually make decisions, shortening it to 45 minutes and sending notes to the others roughly halves the cost. The point is not to eliminate meetings, which are essential for decisions and relationships, but to give each recurring meeting a clear purpose, the right attendees, an agenda and documented outcomes.

Worked problem

Choosing methods for a sensitive message

The project will be three months late because a vendor failed to deliver. The sponsor already knows. Plan how to communicate this to (a) the steering committee, (b) the 300 affected staff, (c) the vendor's account executive and (d) a customer whose contract has a delivery date.

Show solution
  1. (a) Steering committee: interactive. A meeting with the sponsor present, a short written summary of cause, impact, options and the recommended recovery plan, and decisions requested.
  2. (b) Staff: push, followed by interactive. An announcement from the sponsor explaining the new date and what it means for them, then team briefings where managers can take questions. Update the dashboard for pull.
  3. (c) Vendor: interactive and formal. A meeting to agree a recovery plan, followed by a formal letter under the contract, prepared with procurement and legal.
  4. (d) Customer: interactive first, then written. The account owner calls to explain before any written notice, then sends the formal notice the contract requires.

Answer: Bad news goes first to the people who must decide or who are most affected, through interactive channels, and is then confirmed in writing. Formal and contractual messages follow the agreed process and approvals.

Accessibility and inclusion

A communication is only effective if everyone who needs it can use it. That includes people who use screen readers, people with hearing loss who need captions, people with cognitive disabilities who benefit from plain language, and people who read the project's language as a second language. Accessible documents use real headings, alternative text for images, sufficient colour contrast, readable fonts and captions for video. Colour should never be the only way meaning is conveyed, which matters for red-amber-green status reports.

In Canada, the Accessible Canada Act (2019) applies to federally regulated organizations, which must publish accessibility plans and feedback processes under the Accessible Canada Regulations. Several provinces have their own laws; Ontario's Accessibility for Ontarians with Disabilities Act (AODA) includes an Information and Communications Standard requiring accessible formats and communication supports on request and accessible websites for many organizations. Project communications for public services should be planned to meet these requirements from the start.

Event-triggered communication

Not all communication follows a calendar. The plan should also define event-triggered communication: who must be told, how quickly and by whom when particular events occur. Typical triggers include a safety incident, a security breach, a milestone missed by more than an agreed margin, a major change approved, a key person leaving and a significant media enquiry. Defining these in advance avoids confusion about who speaks for the project when something goes wrong, and it ensures regulators and executives hear first from the project rather than from the news.

Common mistakes

  • MistakeSending every stakeholder every report.

    InsteadTailor content, detail and frequency to the decisions each stakeholder makes.

  • MistakeDelivering bad news to an upset stakeholder only by email.

    InsteadUse interactive communication for sensitive messages, then confirm in writing.

  • MistakeInviting everyone who might be interested to recurring meetings.

    InsteadInvite decision makers and contributors; send notes to others.

  • MistakeWriting the communications plan once and filing it.

    InsteadReview it when stakeholders, phases or risks change.

  • MistakeUsing red, amber and green colours as the only status indicator.

    InsteadAdd text labels or symbols so meaning does not depend on colour vision.

Summary and key terms

  • Communication requirements analysis starts from stakeholders' decisions and information needs.
  • Channels grow as n(n−1)/2; structured communication becomes essential as projects grow.
  • Interactive methods suit sensitive, complex and decision-making situations; push suits records for specific people; pull suits large audiences and reference material.
  • The communications management plan covers requirements, content, timing, owners, methods, escalation, glossary, constraints and updates.
  • A communication matrix and a RACI chart make responsibilities explicit.
  • Meetings are costly; give each a purpose, the right attendees and recorded outcomes.
  • Plan accessible communication to meet legal duties and reach everyone who needs the information.
Communications management plan
A plan describing how project communications will be planned, structured, implemented and monitored.
Communication requirements analysis
Determining what information each stakeholder needs, when, how and why.
Interactive communication
Real-time, two-way exchange such as meetings or calls.
Push communication
Information sent to specific recipients, such as emails and reports.
Pull communication
Information placed for recipients to access when they choose, such as dashboards and repositories.
Communication matrix
A table showing communication items, audiences, methods, frequency and owners.
RACI chart
A responsibility matrix showing who is responsible, accountable, consulted and informed.
Information radiator
A visible display of project information placed where people naturally see it.
Escalation process
Agreed rules for when and how issues are raised to higher authority.
Loaded rate
An hourly cost including salary, benefits and overhead.

Practice problems

Work each problem on paper first, then reveal the answer to check.

  1. How many channels exist among 15 people?

    Show answer

    15 × 14 / 2 = 105.

  2. A team grows from 6 to 9 people. How many channels are added?

    Show answer

    36 − 15 = 21.

  3. Which method suits a 2,000-person audience that needs reference material?

    Show answer

    Pull, such as an intranet page or dashboard.

  4. Which method suits resolving a disagreement over acceptance criteria?

    Show answer

    Interactive, ideally face to face or by video.

  5. Name four elements of a communications management plan.

    Show answer

    For example, stakeholder requirements, timing and frequency, responsible person and escalation process.

  6. How many people should be Accountable for each RACI item?

    Show answer

    Exactly one.

  7. Why include a glossary in the plan?

    Show answer

    To reduce misunderstanding caused by jargon and acronyms.

  8. Estimate the annual cost of a weekly 30-minute meeting of six people at $90 an hour for 50 weeks.

    Show answer

    6 × 90 × 0.5 × 50 = $13,500.

  9. Why should status not rely on colour alone?

    Show answer

    People with colour vision deficiency or using screen readers may miss the meaning.

  10. Who should usually hear bad news first?

    Show answer

    The people who must decide and those most affected, through interactive channels.

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